Avant Financial Advisors LLC DIMENSIONAL ETF TRUST Transaction History

Avant Financial Advisors LLC

  • $121 Billion
  • Q2 2025
Number of Shares
78,161
Previous 71,956 8.62%
Holding current value
$2.1 Billion
Previous $1.89 Billion 10.98%
% of portfolio
1.73%
Previous 1.71%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
N/A
6,205 Added 8.62%
78,161 $2.1 Billion
Q1 2025

May 13, 2025
BUY
N/A
5,593 Added 8.43%
71,956 $1.89 Billion
Q4 2024

Mar 24, 2025
BUY
N/A
66,363 New
66,363 $1.69 Billion
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